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Goldman Sachs BDC
GSBD

Overview Fund Activity

214 hedge funds and large institutions have $430M invested in Goldman Sachs BDC in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 20 closing their positions.

Holders
214
Holders Change
+5
Holders Change %
+2.39%
% of All Funds
3.43%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
70
Reduced
65
Closed
20
Calls
$1.07M
Puts
$981K
Net Calls
+$89K
Net Calls Change
-$1.06M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.4M
2
Bank of America
2
Bank of America
North Carolina
$4.84M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$3.63M
4
VanEck Associates
4
VanEck Associates
New York
$20.4M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$2.32M

Top Sellers

1
C
1
Cliffwater
California
$925K
2
BlackRock
2
BlackRock
New York
$7.34M
3
CG
3
Cynosure Group
Utah
$3.06M
4
Creative Planning
4
Creative Planning
Kansas
$9.96M
5
JF
5
Jump Financial
Illinois
$174K
Name Market Value Shares Shares
Change 		Shares
Change %
BTI
176
Blue Trust Inc
Georgia
$79K 5,791 +167 +3%
OIA
177
Optimum Investment Advisors
Illinois
$74.6K 5,467 -1,120 -17%
PCC
178
Park Circle Company
Maryland
$71.2K 5,213 – –
WIM
179
Westside Investment Management
California
$64.2K 4,700 – –
BNP Paribas Financial Markets
180
BNP Paribas Financial Markets
France
$60.9K 4,459 +4,459 New
KFI
181
Key Financial Inc
Pennsylvania
$55.7K 4,083 – –
PI
182
PEAK6 Investments
Illinois
$49.1K 3,597 -2,751 -43%
CCM
183
Chilton Capital Management
Texas
$47.8K 3,500 +3,500 New
BAM
184
Bellevue Asset Management
Washington
$41K 3,000 -5,899 -66%
AWM
185
Avior Wealth Management
Nebraska
$41K 3,000 +3,000 New
RFA
186
Register Financial Advisors
Georgia
$37.6K 2,756 +78 +3%
LCM
187
Logan Capital Management
Pennsylvania
$34.1K 2,500 – –
Nomura Asset Management
188
Nomura Asset Management
Japan
$28.2K 2,067 -1,100 -35%
EWP
189
Elevation Wealth Partners
California
$28.1K 2,057 +2,057 New
BSC
190
Brown Shipley & Co
United Kingdom
$27.5K 1,403 +1,403 New
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$27K 2,000 – –
AIP
192
Ahrens Investment Partners
Louisiana
$20.5K 1,500 +1,500 New
Fidelity Investments
193
Fidelity Investments
Massachusetts
$20.2K 1,479 +1,477 +73,850%
Toronto Dominion Bank
194
Toronto Dominion Bank
Ontario, Canada
$20K 1,500 – –
EWA
195
EverSource Wealth Advisors
Alabama
$17.7K 1,300 -2,660 -67%
SIS
196
Sound Income Strategies
Florida
$17.6K 1,292 +225 +21%
HWA
197
HHM Wealth Advisors
Tennessee
$15K 1,100 – –
FWM
198
Focused Wealth Management
New York
$14.6K 1,072 +930 +655%
FDCDDQ
199
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14K 1,025 – –
CTC
200
Central Trust Company
Missouri
$13.7K 1,000 – –
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8
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